Daniel Williams
About Daniel Williams
Daniel Williams is a Financial Planner at IG Wealth Management, where he has worked since 2010. He specializes in a variety of financial services, including tax and retirement planning, and is committed to keeping clients informed about industry changes.
Work at IG Wealth Management
Daniel Williams has been employed as a Financial Planner at IG Wealth Management since 2010. He operates from the office located at 3333 Boul Cote Vertu Suite 700, Ville St-Laurent, Quebec. Over his 14 years in this role, he has focused on providing personalized financial solutions to clients. His work involves customizing tax and retirement options, ensuring that clients are informed about changes in the financial services industry.
Previous Experience at Investors Group Financial Services Inc.
Prior to his current role, Daniel Williams served as Division Director at Investors Group Financial Services Inc. for one year, from 2016 to 2017. This position also took place at the same office location in Ville St-Laurent, Quebec. His experience in this firm has contributed to his extensive knowledge in financial planning.
Education and Expertise
Daniel Williams studied at Concordia University and John Abbott College, where he gained foundational knowledge in finance. He furthered his education at the Autorité des Marchés Financiers and the Investment Funds Institute of Canada. He achieved the Financial Planner designation (F. Pl) from IQPF, completing this program from 2017 to 2019. His educational background supports his expertise in various financial services, including cash flow analysis, insurance strategies, and mortgage planning.
Experience at lululemon athletica
Before entering the financial services sector, Daniel Williams worked as a Store Manager at lululemon athletica from 2006 to 2010. This four-year experience provided him with valuable skills in management and customer service, which he applies in his current financial planning role.